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NAPFA Nation Podcast

Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals.

Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/

“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation

Sep 10, 2024

In Episode #21 of NAPFA Nation, host Marie Swift interviews Britta Koepf, CFP®, ChSNC®, founder of Tranquil Path Financial Planning. The discussion begins with Koepf’s background and motivations for establishing her financial advisory practice, focusing on the unique challenges faced by families planning for the...